Latest Institutional Transactions on Ishares S&P 500 Growth ETF (IVW)
This table provides information on the latest institutional transactions involving Ishares S&P 500 Growth ETF (IVW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.75K+ 59.44% |
$145K - $193K
|
4.69K
$559K
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
16.5K+ 435.63% |
$1.37M - $1.82M
|
20.3K
$2.42M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
42+ 1.91% |
$3.48K - $4.62K
|
2.25K
$267K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.76K+ 114.01% |
$561K - $744K
|
12.7K
$1.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.07K+ 17.21% |
$172K - $228K
|
14.1K
$1.68M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
408+ 18.84% |
$33.8K - $44.9K
|
2.57K
$306K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-22K- 6.99% |
$1.83M - $2.42M
|
293K
$34.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.69K+ 141.58% |
$638K - $847K
|
13.1K
$1.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1+ 0.01% |
$83 - $110
|
7.14K
$850K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
36+ 1.46% |
$2.99K - $3.96K
|
2.49K
$297K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
66.6K+ 1.88% |
$5.52M - $7.33M
|
3.6M
$428M
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
SELL
|
- |
-25- 0.33% |
$2.07K - $2.75K
|
7.58K
$901K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-12.7K- 1.74% |
$1.06M - $1.4M
|
721K
$85.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3+ 0.08% |
$249 - $330
|
3.96K
$472K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
32+ 96.97% |
$2.65K - $3.52K
|
65
$7.74K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.97K- 3.12% |
$164K - $217K
|
61.3K
$7.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.45K- 8.76% |
$203K - $269K
|
25.5K
$3.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-454- 4.08% |
$37.7K - $50K
|
10.7K
$1.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
810+ 5.46% |
$67.2K - $89.2K
|
15.7K
$1.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-714- 1.64% |
$59.2K - $78.6K
|
42.7K
$5.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
294+ 12.08% |
$24.4K - $32.4K
|
2.73K
$325K
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
81.3K+ 903.89% |
$6.74M - $8.95M
|
90.3K
$10.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
27.7K+ 22.23% |
$2.3M - $3.05M
|
152K
$18.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-10.6K- 10.04% |
$878K - $1.17M
|
94.9K
$11.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
301+ 0.59% |
$25K - $33.1K
|
51.6K
$6.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
2+ 0.01% |
$166 - $220
|
14.7K
$1.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
8.33K+ 17.76% |
$691K - $917K
|
55.2K
$6.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-55.6K- 40.28% |
$4.61M - $6.12M
|
82.4K
$9.81M
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-28- 1.18% |
$2.32K - $3.08K
|
2.35K
$280K
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1+ 0.01% |
$83 - $110
|
8.83K
$1.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
133+ 0.43% |
$11K - $14.6K
|
31.1K
$3.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Florin Court Capital LLP
|
BUY
|
- |
2.4K+ 3.38% |
$199K - $264K
|
73.4K
$8.73M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.02% |
$332 - $440
|
21.2K
$2.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.88K+ 19.81% |
$156K - $207K
|
11.3K
$1.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-63.5K- 8.7% |
$5.26M - $6.99M
|
666K
$79.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-20.2K- 6.95% |
$1.67M - $2.22M
|
270K
$32.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-80- 2.04% |
$6.64K - $8.81K
|
3.84K
$457K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.25K+ 8.14% |
$519K - $688K
|
83K
$9.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2.46K- 82.05% |
$204K - $271K
|
539
$64.1K
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-5.84K- 7.89% |
$484K - $643K
|
68.2K
$8.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.02% |
$166 - $220
|
10.4K
$1.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
SELL
|
- |
-28.2K- 13.35% |
$2.34M - $3.1M
|
183K
$21.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-271- 2.33% |
$22.5K - $29.8K
|
11.4K
$1.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-727- 15.56% |
$60.3K - $80K
|
3.95K
$470K
|
|
|
Aug 05, 2025
Q2 2025
|
Ltg Capital LLC
|
SELL
|
- |
-80- 0.71% |
$6.64K - $8.81K
|
11.2K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1+ 0.0% |
$83 - $110
|
40.9K
$4.86M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
1.03K+ 4.11% |
$85.4K - $113K
|
26.1K
$3.11M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.43K- 5.51% |
$119K - $158K
|
24.6K
$2.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.24K- 1.3% |
$103K - $136K
|
94.1K
$11.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
218+ 0.64% |
$18.1K - $24K
|
34K
$4.05M
|